Neotask connects to Alpaca Markets so your AI agent monitors portfolios, tracks market data, and manages watchlists while you focus on strategy.
Portfolio monitoring happens automatically - your agent checks positions, tracks P&L, and alerts you when holdings move beyond your thresholds
Market data is always at your fingertips - real-time quotes, historical bars, and corporate actions surfaced through natural conversation
Watchlists stay current - your agent manages multiple watchlists, tracks the market calendar, and keeps you informed about trading windows
What You Can Do
Your AI agent turns Alpaca into an automated portfolio monitoring and market intelligence system. Track positions, analyze market data, and manage watchlists - all running in the background.
Portfolio Intelligence
Your agent checks account info, retrieves all positions, monitors individual holdings, and pulls portfolio history. Schedule morning briefings that tell you exactly where you stand before the market opens.
Market Data on Demand
Get real-time stock quotes, daily price bars, corporate action announcements, and market calendar data through conversation. Your agent knows when the market opens, when it closes, and what happened while you were away.
Watchlist Management
Create and maintain watchlists for different strategies. Your agent adds and removes symbols, tracks multiple watchlists simultaneously, and cross-references market data with your holdings.
Every action runs autonomously or requires your approval - you decide.
Try Asking
"What's my current portfolio value and how did each position perform today?"
"Show me the daily price history for NVDA over the last 3 months"
"Create a watchlist called 'AI Stocks' with NVDA, MSFT, GOOG, and AMZN"
"Are there any corporate actions coming up for stocks in my portfolio?"
"What time does the market open tomorrow? Any early closes this week?"
"Give me a real-time quote on AAPL and compare it to my cost basis"
"Pull my portfolio history for the last 30 days and show the daily P&L trend"
Pro Tips
Schedule pre-market briefings that check positions, overnight moves, and corporate actions before the opening bell
Use approval gates if you plan to extend this to order execution - review every trade before it goes through
Multi-agent teams work well for multi-strategy portfolios: one agent per strategy or asset class
Pair Alpaca with Alpha Vantage for technical analysis alongside your portfolio data
Watchlists are perfect for tracking sectors - create one per thesis and have your agent monitor all of them daily
Multiple workspaces and capacity for larger teams.
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